$237 Million is the total value of Hudson Value Partners, LLC's 91 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIAC | New | PARAMOUNT GLOBAL CLASS B COMstock | $2,354,977 | – | 226,658 | +100.0% | 1.00% | – |
| XOP | New | SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETFetf | $1,165,215 | – | 8,010 | +100.0% | 0.49% | – |
| NOW | New | SERVICENOW INC COMstock | $1,144,605 | – | 1,455 | +100.0% | 0.48% | – |
| NVT | New | NVENT ELECTRIC PLC SHSstock | $1,073,306 | – | 14,010 | +100.0% | 0.45% | – |
| HEWJ | New | ISHARES CURRENCY HEDGED MSCI JAPAN ETFetf | $608,710 | – | 13,948 | +100.0% | 0.26% | – |
| EMXC | New | ISHARES MSCI EMERGING MARKETS EX CHINA ETFetf | $224,960 | – | 3,800 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 15 | Q2 2024 | 7.2% |
| APPLE INC COM | 15 | Q2 2024 | 6.3% |
| MICROSOFT CORP COM | 15 | Q2 2024 | 5.1% |
| ALPHABET INC CAP STK CL A | 15 | Q2 2024 | 4.3% |
| JOHNSON & JOHNSON COM | 15 | Q2 2024 | 3.6% |
| QUALCOMM INC COM | 15 | Q2 2024 | 3.2% |
| ZEBRA TECHNOLOGIES CORPORATION CL A | 15 | Q2 2024 | 3.5% |
| VISA INC COM CL A | 15 | Q2 2024 | 2.5% |
| BROOKS AUTOMATION INC NEW COM | 15 | Q2 2024 | 3.6% |
| ALPHABET INC CAP STK CL C | 15 | Q2 2024 | 2.5% |
View Hudson Value Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-09 |
| 13F-HR | 2024-07-29 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-07-29 |
View Hudson Value Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.